Connect Claude to your business data and get AI business intelligence on revenue, campaigns, deals, and where money leaks.
Rich Schefren built this as a done-for-you AI Operating System for Claude.
You paste one prompt into Claude, and it installs itself. Claude then walks you through setup, so you need no technical skills or prompt writing.
Setup has three steps. Paste the prompt. Connect your tools by logging in or pasting a read-only key Claude helps you create.
Then open your OS. Your data starts pulling in automatically from Stripe, PayPal, Slack, Microsoft Teams, Gmail, Google Calendar, Google Drive, ClickUp, Notion, HubSpot, Mailchimp, QuickBooks, Zoom, and Trello.
Once connected, Claude can review your revenue, products, campaigns, email results, and pipeline in one place.
You can ask why revenue dropped and get an answer from your numbers. You can ask what to focus on this week.
You also get an install guide and a bonus Custom Skills Pack with six skills: Revenue X-Ray, Business Snapshot, Inbox Triage, Meeting to Actions, Brand Voice Capture, and SOP Documenter.
What you will learn:
See which products and services bring in the most revenue.
Spot money leaks before they turn into a crisis.
Build campaigns from your best-performing emails and marketing assets.
See every deal in your pipeline and where it is stalling.
Get a full business review without building a single report.
Ideal for: Online business owners who already use Claude and want it working from real revenue, marketing, and CRM data.